FWG Investments, LLC. - Portfolio overview

FWG Investments, LLC. has 132 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 10.00%
2. VUG - VANGUARD INDEX FDS, 7.44%
3. SCEC - CAPITOL SER TR, 3.66%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.